LightPath to Release Q2 Financial Results on February 11
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy LPTH?
Source: Newsfilter
- Earnings Release Schedule: LightPath Technologies will announce its financial results for the fiscal second quarter ended December 31, 2025, after market close on February 11, 2026, which is expected to significantly impact investor sentiment.
- Investor Conference Call: The company will host an investor conference call at 5:00 p.m. Eastern Time on the same day to discuss the financial results and engage in Q&A, enhancing investor relations.
- Global Business Footprint: LightPath's primary manufacturing facility is located in Orlando, Florida, with additional sites in Texas, New Hampshire, Latvia, and China, reflecting its strategic global business expansion.
- Forward-Looking Statements: The company’s press release includes forward-looking statements that highlight risks such as fluctuating market demand, supply chain challenges, and global economic uncertainties, cautioning investors about potential business hurdles.
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Analyst Views on LPTH
Wall Street analysts forecast LPTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LPTH is 11.67 USD with a low forecast of 10.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 9.060
Low
10.00
Averages
11.67
High
14.00
Current: 9.060
Low
10.00
Averages
11.67
High
14.00
About LPTH
LightPath Technologies, Inc. is a global, vertically integrated provider of optics, photonics and infrared solutions for the industrial, commercial, defense, telecommunications, and medical industries. The Company designs and manufactures optical and infrared components including molded glass aspheric lenses and assemblies, custom molded glass freeform lenses, infrared lenses and thermal imaging assemblies, fused fiber collimators, and BlackDiamond (BD6) chalcogenide-based glass lenses. It also offers custom optical assemblies, including full engineering design support. Its business is organized into four product groups: infrared components, visible components, assemblies and modules, and engineering services. Its infrared product group comprises both molded and turned infrared lenses and assemblies using a variety of infrared glass materials. Its assemblies and modules product group is comprised of other value-added products, including both infrared and visible components.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
LightPath to Release Q2 FY2026 Financial Results
- Earnings Release Schedule: LightPath Technologies will announce its financial results for the second quarter ended December 31, 2025, after market close on February 11, 2026, which is expected to provide critical guidance for the company's future financial performance.
- Investor Conference Call: Management will host a conference call at 5:00 p.m. Eastern Time on February 11, 2026, to discuss the financial results and engage in a Q&A session, aiming to enhance communication and transparency with investors.
- Playback Information: A playback of the call will be available until February 25, 2026, allowing investors who cannot participate live to access key information through designated phone numbers or the webcast link.
- Company Background: LightPath is a leading provider of optics and imaging systems focused on defense and commercial applications, with products including proprietary BlackDiamond™ materials and infrared optical systems, highlighting the company's significant position in technological innovation and market demand.
See More
LightPath to Release Q2 Financial Results on February 11
- Earnings Release Schedule: LightPath Technologies will announce its financial results for the fiscal second quarter ended December 31, 2025, after market close on February 11, 2026, which is expected to significantly impact investor sentiment.
- Investor Conference Call: The company will host an investor conference call at 5:00 p.m. Eastern Time on the same day to discuss the financial results and engage in Q&A, enhancing investor relations.
- Global Business Footprint: LightPath's primary manufacturing facility is located in Orlando, Florida, with additional sites in Texas, New Hampshire, Latvia, and China, reflecting its strategic global business expansion.
- Forward-Looking Statements: The company’s press release includes forward-looking statements that highlight risks such as fluctuating market demand, supply chain challenges, and global economic uncertainties, cautioning investors about potential business hurdles.
See More
LightPath Technologies Develops Germanium Alternative for Military Applications
- Technological Innovation: LightPath Technologies' BlackDiamond glass material serves as a germanium alternative, featuring lower density and cost, which is expected to drive growth in the infrared imaging market.
- Market Outlook: Canaccord Genuity initiated coverage with a buy rating, forecasting that LightPath will benefit from strong demand for infrared cameras in defense and public safety sectors over the next few years.
- Investment Support: The recent $8 million investment from drone manufacturers highlights the significance of LightPath's technology within the drone supply chain, further solidifying its market position.
- Stock Price Potential: Canaccord's 12-month price target of $15 implies nearly 33% upside, reflecting optimistic market expectations for LightPath's future growth.
See More
LightPath Positioned as Key Supplier for Defense Applications
- Defense Bill Impact: The FY 2026 National Defense Authorization Act mandates the Department of Defense to eliminate reliance on certain foreign optical systems by 2030, creating significant market opportunities for LightPath, which is expected to enhance its share in the domestic defense sector.
- Technological Edge: LightPath's proprietary BlackDiamond infrared glass technology has been designed and delivered in compliance with NDAA requirements, reducing material risks while supporting high-performance electro-optical and infrared applications, thereby strengthening its competitive position in defense and aerospace.
- Acquisition Expansion: LightPath's acquisition of Amorphous Materials, Inc. enhances its large-diameter glass melting capabilities and overall production capacity, further solidifying its position in the large-format optics market to meet growing defense demands.
- Market Demand Response: LightPath actively invites early engagement from defense and aerospace programs to ensure NDAA compliance, reduce long-term risks, and accelerate deployment timelines, demonstrating its agility in responding to rapidly changing market conditions.
See More
LightPath Positioned as Key Defense Supplier Amid NDAA Changes
- Defense Supply Chain Security: In line with the Fiscal Year 2026 National Defense Authorization Act, LightPath is committed to eliminating reliance on optical systems from certain foreign nations, ensuring compliance by 2030 and enhancing its competitive edge in the defense market.
- Technological Innovation and Compliance: LightPath's proprietary BlackDiamond infrared glass technology has been designed and delivered in accordance with NDAA requirements, reducing material risk while supporting high-performance electro-optical and infrared applications, ensuring product reliability in defense programs.
- Strategic Acquisition to Expand Capabilities: The acquisition of Amorphous Materials, Inc. enhances LightPath's large-diameter glass melting capabilities and overall production capacity, further solidifying its position in the market for large-format optics and advanced space-based sensor programs.
- Early Engagement in Design Process: LightPath encourages defense and aerospace programs to collaborate early in the design phase to ensure material compliance, reduce long-term risks, and accelerate deployment timelines, addressing the growing demand in the defense sector.
See More
LightPath Technologies Acquires AMI, Expected to Add $3 Million Annual Revenue
- Acquisition Overview: LightPath Technologies has acquired Amorphous Materials (AMI) for $7 million in cash, expected to add approximately $3 million in annual revenue post-completion, further solidifying its leadership in the $9 billion infrared imaging market.
- Strategic Vision Acceleration: This acquisition accelerates LightPath's strategic vision to become a leading vertically integrated infrared imaging solutions provider, enhancing its industry position and strengthening its glass supply chain capabilities.
- Enhanced Technical Capabilities: The deal adds AMI's glass melting technology to LightPath's portfolio, enabling the production of large diameter optics up to 17 inches, significantly enhancing its ability to supply large, high-value optical products.
- Positive Market Reaction: Following the acquisition announcement, LightPath's shares rose over 2% in after-hours trading, reflecting investor optimism about the company's growth potential, with shares up nearly 26% year-to-date.
See More
LightPath to Release Q2 FY2026 Financial Results
- Earnings Release Schedule: LightPath Technologies will announce its financial results for the second quarter ended December 31, 2025, after market close on February 11, 2026, which is expected to provide critical guidance for the company's future financial performance.
- Investor Conference Call: Management will host a conference call at 5:00 p.m. Eastern Time on February 11, 2026, to discuss the financial results and engage in a Q&A session, aiming to enhance communication and transparency with investors.
- Playback Information: A playback of the call will be available until February 25, 2026, allowing investors who cannot participate live to access key information through designated phone numbers or the webcast link.
- Company Background: LightPath is a leading provider of optics and imaging systems focused on defense and commercial applications, with products including proprietary BlackDiamond™ materials and infrared optical systems, highlighting the company's significant position in technological innovation and market demand.
See More
LightPath to Release Q2 Financial Results on February 11
- Earnings Release Schedule: LightPath Technologies will announce its financial results for the fiscal second quarter ended December 31, 2025, after market close on February 11, 2026, which is expected to significantly impact investor sentiment.
- Investor Conference Call: The company will host an investor conference call at 5:00 p.m. Eastern Time on the same day to discuss the financial results and engage in Q&A, enhancing investor relations.
- Global Business Footprint: LightPath's primary manufacturing facility is located in Orlando, Florida, with additional sites in Texas, New Hampshire, Latvia, and China, reflecting its strategic global business expansion.
- Forward-Looking Statements: The company’s press release includes forward-looking statements that highlight risks such as fluctuating market demand, supply chain challenges, and global economic uncertainties, cautioning investors about potential business hurdles.
See More
LightPath Technologies Develops Germanium Alternative for Military Applications
- Technological Innovation: LightPath Technologies' BlackDiamond glass material serves as a germanium alternative, featuring lower density and cost, which is expected to drive growth in the infrared imaging market.
- Market Outlook: Canaccord Genuity initiated coverage with a buy rating, forecasting that LightPath will benefit from strong demand for infrared cameras in defense and public safety sectors over the next few years.
- Investment Support: The recent $8 million investment from drone manufacturers highlights the significance of LightPath's technology within the drone supply chain, further solidifying its market position.
- Stock Price Potential: Canaccord's 12-month price target of $15 implies nearly 33% upside, reflecting optimistic market expectations for LightPath's future growth.
See More
LightPath Positioned as Key Supplier for Defense Applications
- Defense Bill Impact: The FY 2026 National Defense Authorization Act mandates the Department of Defense to eliminate reliance on certain foreign optical systems by 2030, creating significant market opportunities for LightPath, which is expected to enhance its share in the domestic defense sector.
- Technological Edge: LightPath's proprietary BlackDiamond infrared glass technology has been designed and delivered in compliance with NDAA requirements, reducing material risks while supporting high-performance electro-optical and infrared applications, thereby strengthening its competitive position in defense and aerospace.
- Acquisition Expansion: LightPath's acquisition of Amorphous Materials, Inc. enhances its large-diameter glass melting capabilities and overall production capacity, further solidifying its position in the large-format optics market to meet growing defense demands.
- Market Demand Response: LightPath actively invites early engagement from defense and aerospace programs to ensure NDAA compliance, reduce long-term risks, and accelerate deployment timelines, demonstrating its agility in responding to rapidly changing market conditions.
See More
LightPath Positioned as Key Defense Supplier Amid NDAA Changes
- Defense Supply Chain Security: In line with the Fiscal Year 2026 National Defense Authorization Act, LightPath is committed to eliminating reliance on optical systems from certain foreign nations, ensuring compliance by 2030 and enhancing its competitive edge in the defense market.
- Technological Innovation and Compliance: LightPath's proprietary BlackDiamond infrared glass technology has been designed and delivered in accordance with NDAA requirements, reducing material risk while supporting high-performance electro-optical and infrared applications, ensuring product reliability in defense programs.
- Strategic Acquisition to Expand Capabilities: The acquisition of Amorphous Materials, Inc. enhances LightPath's large-diameter glass melting capabilities and overall production capacity, further solidifying its position in the market for large-format optics and advanced space-based sensor programs.
- Early Engagement in Design Process: LightPath encourages defense and aerospace programs to collaborate early in the design phase to ensure material compliance, reduce long-term risks, and accelerate deployment timelines, addressing the growing demand in the defense sector.
See More
LightPath Technologies Acquires AMI, Expected to Add $3 Million Annual Revenue
- Acquisition Overview: LightPath Technologies has acquired Amorphous Materials (AMI) for $7 million in cash, expected to add approximately $3 million in annual revenue post-completion, further solidifying its leadership in the $9 billion infrared imaging market.
- Strategic Vision Acceleration: This acquisition accelerates LightPath's strategic vision to become a leading vertically integrated infrared imaging solutions provider, enhancing its industry position and strengthening its glass supply chain capabilities.
- Enhanced Technical Capabilities: The deal adds AMI's glass melting technology to LightPath's portfolio, enabling the production of large diameter optics up to 17 inches, significantly enhancing its ability to supply large, high-value optical products.
- Positive Market Reaction: Following the acquisition announcement, LightPath's shares rose over 2% in after-hours trading, reflecting investor optimism about the company's growth potential, with shares up nearly 26% year-to-date.
See More
